Filed January 27, 1993
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NYHART6+ years Filed as: NYHART ACTUARY AND EMPLOYEE BENEFIT Service code 11 707 LAKE COOK ROAD · DEERFIELD, IL 60015 | Actuarial | $51,250 |
OXFORD FINANCIAL GROUP, LTD6+ years Filed as: OXFORD FINANCIAL GROUP Service code 28 980 N. MICHIGAN AVENUE · CHICAGO, IL 606114521 | Investment Management | $20,838 |
RSM US LLP6+ years Service code 10 · EIN 42-0714325 | Accounting | $12,828 |
KEYBANK NATIONAL ASSOCIATION6+ years Service code 10 · EIN 34-1784820 | Accounting | $5,908 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $397,815-100.0% | $397,815-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 49.0%-49.0pp | 33.6%-33.6pp | 37.6%-37.6pp |
| Annual return | 16.52% | 9.62%+6.9pp | 9.74%+6.8pp | 9.30%+7.2pp |
| Employer contribution / active EE | $0 | $46,336-100.0% | $39,474-100.0% | $43,742-100.0% |
| Participant deferral / active EE | $0 | $130-100.0% | $135-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $10,161-100.0% | $10,161-100.0% | $12,596-100.0% |